James A. Shepherdson
Directeur/Membre du Conseil chez Stira Capital Markets Group LLC
Profil
James A.
Shepherdson currently works at Stira Capital Markets Group LLC, as Director from 2011, Crossroads Capital Advisors LLC, as Manager from 2011, and Crossroads Capital Group LLC, as Manager from 2011.
Mr. Shepherdson also formerly worked at John Hancock Patriot Select Dividend Trust, as President & Chief Executive Officer, John Hancock Advisers, Inc., as Chief Executive Officer, Equitable Distributors LLC, as President & Chief Executive Officer in 2011, John Hancock Funds, Inc., as President & Chief Executive Officer in 2005, MetLife Investors Group LLC, as Co-Chief Executive Officer in 2002, AXA Life Europe Ltd., as Chairman in 2011, John Hancock Income Securities Trust, as Director, John Hancock Investors Trust, as Director, John Hancock Patriot Premium Dividend Fund I, as Director, John Hancock Patriot Premium Dividend Fund II, as Director, Diamond Hill Financial Trends Fund, Inc., as Director, John Hancock Preferred Income Fund, as Director, John Hancock Preferred Income Fund II, as Director, John Hancock Preferred Income Fund III, as Director, Steadfast Income REIT, Inc., as Director, AXA Financial, Inc., as President-Retirement Savings Business & SEVP, and Equitable Financial Life Insurance Co., as President-Retirement Services in 2011.
Mr. Shepherdson received his undergraduate degree from the University of Southern California.
Postes actifs de James A. Shepherdson
| Sociétés | Poste | Début |
|---|---|---|
Stira Capital Markets Group LLC
 Stira Capital Markets Group LLC Investment Banks/BrokersFinance Stira Capital Markets Group LLC operates as a brokerage firm. It offers real estate-related investment. The firm also buys and sells securities such as stocks, bonds, mutual funds, and other investment products. The company is headquartered in Irvine, CA. | Directeur/Membre du Conseil | 01/02/2011 |
| Crossroads Capital Advisors LLC | Corporate Officer/Principal | 01/04/2011 |
| Crossroads Capital Group LLC | Corporate Officer/Principal | 01/04/2011 |
Anciens postes connus de James A. Shepherdson
| Sociétés | Poste | Fin |
|---|---|---|
AXA Life Europe Ltd.
 AXA Life Europe Ltd. Life/Health InsuranceFinance AXA Life Europe DAC provides and offers insurance services. It offers risk management, actuarial, finance, compliance, legal and information technology services. The company is headquartered in Dublin, Ireland. | Président | 01/11/2011 |
Equitable Distributors LLC
 Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | President | 01/03/2011 |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/03/2011 |
AXA Financial, Inc.
 AXA Financial, Inc. Investment ManagersFinance AXA Financial, Inc. provides financial advisory and insurance services. The company operates in two business segments: The Financial Advisory/Insurance and The Investment Management. The Financial Advisory/Insurance segment offers a variety of term, variable and universal life insurance products, variable and fixed-interest annuity products, mutual funds and other investment products and asset management, financial planning and other services principally to individuals, small and medium-size businesses and professional and trade associations. The Investment Management segment is principally comprised of the investment management business. The company was founded in 1991 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/02/2011 |
| John Hancock Patriot Premium Dividend Fund I | Directeur/Membre du Conseil | 27/06/2007 |
Formation de James A. Shepherdson
| University of Southern California | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 20 |
|---|---|
John Hancock Income Securities Trust
 John Hancock Income Securities Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Income Securities Trust operates as a closed-end investment fund. Its investment objective is to generate a high level of current income consistent with prudent investment risk. The company was founded on February 14, 1973 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Investors Trust
 John Hancock Investors Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Investors Trust is a closed-end investment fund, which engages in investment activity. Its objective is to generate income for distribution to its shareholders. It also seeks capital appreciation. It invests in a diversified portfolio of corporate and government bonds. The company was founded on October 26, 1970 and is headquartered in Boston, MA. | Miscellaneous |
| John Hancock Patriot Premium Dividend Fund I | Miscellaneous |
John Hancock Patriot Premium Dividend Fund II
 John Hancock Patriot Premium Dividend Fund II Investment Trusts/Mutual FundsMiscellaneous John Hancock Patriot Premium Dividend Fund II (the Fund) is a diversified closed-end management investment company. The Fund invests in a diversified portfolio of dividend-paying preferred and common stocks. It invests at least 80% of its net assets in dividend-paying securities. The Fund will normally invest more than 65% of its total assets in securities of companies in the utilities industry. Its portfolio includes common stocks, preferred securities and short-term investments. The Fund invests in industries, such as multi-utilities, electric utilities, investment banking and brokerage, other diversified financial services, oil and gas exploration and production, gas utilities, consumer finance, life and health insurance, and integrated telecommunication services. John Hancock Patriot Premium Dividend Fund II’s investment advisor is John Hancock Advisers, LLC, a wholly owned subsidiary of John Hancock Financial Services, Inc., which is a subsidiary of Manulife Financial Corporation. The Fund’s sub-advisor is MFC Global Investment Management (U.S.), LLC. | Miscellaneous |
John Hancock Patriot Select Dividend Trust
 John Hancock Patriot Select Dividend Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Patriot Select Dividend Trust operates as a Closed-End Investment Fund. Its shares are not redeemable but instead are traded in the secondary market and frequently trade at a discount to net asset value. The company is headquartered in Boston, MA. | Miscellaneous |
Diamond Hill Financial Trends Fund, Inc.
 Diamond Hill Financial Trends Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Diamond Hill Financial Trends Fund, Inc. is a diversified closed-end management investment company. Its investment objectives are to provide long-term capital growth by investing in companies selling for less than and shorting companies selling for more than its appraisal of intrinsic value; and seek positive total return on both long and short positions. The company was founded on July 3, 1989 and is headquartered in Columbus, OH. | Miscellaneous |
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
AXA Financial, Inc.
AXA Financial, Inc. Investment ManagersFinance AXA Financial, Inc. provides financial advisory and insurance services. The company operates in two business segments: The Financial Advisory/Insurance and The Investment Management. The Financial Advisory/Insurance segment offers a variety of term, variable and universal life insurance products, variable and fixed-interest annuity products, mutual funds and other investment products and asset management, financial planning and other services principally to individuals, small and medium-size businesses and professional and trade associations. The Investment Management segment is principally comprised of the investment management business. The company was founded in 1991 and is headquartered in New York, NY. | Finance |
John Hancock Preferred Income Fund
 John Hancock Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of current income consistent with preservation of capital by investing its assets in preferred stocks or other preferred securities, including convertible preferred securities. The company was founded on August 27, 2002 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Preferred Income Fund II
 John Hancock Preferred Income Fund II Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund II is a closed-end investment fund, which engages in reverse repurchase agreements and invests in derivatives to establish investment leverage or for temporary purposes. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Preferred Income Fund III
 John Hancock Preferred Income Fund III Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund III operates as a closed-end management investment company. It seeks to provide a high level of current income consistent with preservation of capital by investing in securities that, in the opinion of the Advisor, may be undervalued relative to similar securities in the marketplace. The company was founded on June 19, 2003 and is headquartered in Boston, MA. | Miscellaneous |
Equitable Distributors LLC
Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | Finance |
Stira Capital Markets Group LLC
Stira Capital Markets Group LLC Investment Banks/BrokersFinance Stira Capital Markets Group LLC operates as a brokerage firm. It offers real estate-related investment. The firm also buys and sells securities such as stocks, bonds, mutual funds, and other investment products. The company is headquartered in Irvine, CA. | Finance |
Steadfast Income REIT, Inc.
 Steadfast Income REIT, Inc. Real Estate Investment TrustsFinance Steadfast Income REIT, Inc. engages in investment and management of portfolio of real estate. Its objective is to reserve, protect, and return stockholders’ invested capital, pay attractive and stable distributions to stockholders, and realize capital appreciation in the value of the investment over the long term. The company was founded by Rodney F. Emery on May 4, 2009 and is headquartered is Irvine, CA. | Finance |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
| MetLife Investors Group LLC | |
AXA Life Europe Ltd.
AXA Life Europe Ltd. Life/Health InsuranceFinance AXA Life Europe DAC provides and offers insurance services. It offers risk management, actuarial, finance, compliance, legal and information technology services. The company is headquartered in Dublin, Ireland. | Finance |
| Crossroads Capital Advisors LLC | |
| Crossroads Capital Group LLC |
